PGIM · 1 month ago
Portfolio Overlay Consultant
ND-Virtual Office
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expPGIM is a company focused on expanding access to retirement security through innovative growth strategies. As a Portfolio Overlay Consultant, you will provide guidance and sales support for wealth management advisors, driving sales across the retail wealth management space while partnering closely with internal teams to deliver exceptional service.
Asset Management
Responsibilities
Provide guidance and sales support for wealth management advisors to incorporate Portfolio Overlays and other insurance backed strategies in their practice
Advisor Coverage:
Independent RIA’s that support retail clients
Advisory focused Broker Dealer affiliated advisors for Portfolio
Overlays and other insurance backed solutions
Products Supported:
Insurance Overlays (Retail)
Fee-Based Annuities (Retail)
Deliver industry-leading sales support for advisors within our chosen distribution partners - Including product training & education, needs assessment, solution alignment and case management support
Demonstrate a deep acumen in the retirement marketplace including competitive solutions, platform landscape and overall trends to serve as a consultative partner to advisors
Demonstrate an expertise in wealthtech technology solutions including financial planning platforms, middleware and asset management platforms
Be a vocal leader who brings the outside in. Make it a daily priority to bolster and enhance the learning agenda of the Retirement Strategies organization. Encourage actionable feedback from advisors, clients and fintech partners and ensure it is being heard
Partner with product, service, marketing and distribution to optimize the experience for advisors doing business. Build effective internal relationships to support external needs. Find process improvements and opportunities for greater efficiency
Qualification
Required
FINRA Series 6, 63 (or 7, 66) and State Insurance license required
Deep knowledge of industry technology platforms such as financial planning, asset management
Ability to facilitate consultative sales process, understanding customer needs and broader landscape of solutions to serve as a valued product and not solely product provider
Adaptability to quickly pivot between different types of firms (BD vs RIA), as well as platform partners. Ability to cater messaging and approach to different relationship structures
Proficiency in using analytics, CRM and BI tools to target sales opportunities, track results and adjust in-market
10+ Years of Wealth Management Expertise, preferably with advisory and fee-based experience as well
Preferred
CFP or RICP Preferred
Benefits
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Company
PGIM
PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.
1001-5000 employees
H1B Sponsorship
PGIM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
2026-01-12
2026-01-12
Investing.com
2026-01-12
Company data provided by crunchbase